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Speaking Engagements

Looking for a speaker?

Eric D. Brotman, CFP®, AEP®, CPWA® is an accomplished speaker, teacher and author on all topics related to financial planning and wealth management. Offering a unique and engaging approach to the often complex world of personal finance, Eric is a regular contributor to a wide variety of media outlets, and a popular speaker for trade associations, organizations and universities.

Eric is available to present on a variety of topics that relate to financial planning for individuals, multigenerational families and professionals, including:

  • Investment planning
  • Retirement planning
  • College savings
  • Estate Planning
  • Insurance
  • Risk management
  • Succession planning

Get Started

To speak with one of our Certified Financial Planners™ today, call (410) 252-4555 or contact us online.